Internal sales backend
Blue Rhino Bath Contracts
Prepare a digital contract intake, send for signature when configured, and keep current and past client records ready for the future CRM.
Access
Back-office overview
Admin Dashboard
Contract Activity
Open a client for resend, recipient correction, signing-link, and download controls.
| Customer | Recipient | Contract | Customer activity | Blue Rhino | Updated |
|---|
Payments & Financing
Choose a saved customer, then select their deposit, balance, or a custom amount.
Checking Square connection...
Payment tag: bluerhinobath
Optional payment links
Upload Signed Paper Contract
Upload the PDF first. The system will read it, create the customer, build the materials list, and place the order in Signed (Order Products).
Payment History
Invoices, checks, Zelle payments, deposits, balances, and recorded amounts still due.
| Customer | Contract | Deposit | Balance | Method | Square | Recorded outstanding |
|---|
Materials Order Lists
Products and quantities read from electronic and uploaded paper contracts.
Ready to Order
Awaiting Delivery
Operations
Materials, installation, contractors, deposits, and balances.
| Customer | Materials | Arrival | Install | Contractor | Deposit | Balance |
|---|
Backups
A complete daily snapshot is retained on the server for 30 days. Download a copy regularly until an external destination is connected.
Pipeline
Drag a card to a different column to move it through the pipeline.
Calendar View
Appointment slot settings
Leads & Clients Database
| Name | Contact | Status | Rep | Appointment | Install | Price | Signature |
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